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Documentation Index

Fetch the complete documentation index at: https://docs.programmeinsights.co.uk/llms.txt

Use this file to discover all available pages before exploring further.

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Before you start

  • The assessment must be in Complete or Reviewing status.
  • You need Reviewer or Admin role to edit the summary. Read-only users can view but not modify.
  • At least one assessment run must have finished for the summary to populate.

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Steps

  1. Open the Summary page. From the sidebar, click Summary. The page renders in a paper-style layout designed for executive consumption. [screenshot: 07-summary.png]
  2. Read the Delivery Confidence Assessment (DCA). The summary opens with the DCA rating — a five-tier scale aligned to IPA methodology:
    RatingMeaning
    GreenSuccessful delivery to time, cost, and quality appears highly likely.
    Amber-GreenSuccessful delivery appears probable; no major outstanding issues.
    AmberSuccessful delivery appears feasible but significant issues require management attention.
    Amber-RedSuccessful delivery is in doubt, with major risks or issues in a number of key areas.
    RedSuccessful delivery appears to be unachievable; intervention required.
  3. Check the trend indicator. Next to the DCA rating, a trend arrow shows the direction of travel compared to previous assessment runs:
    • Arrow up — improving.
    • Flat — stable.
    • Arrow down — deteriorating.
  4. Review headline numbers. Below the DCA, headline metrics summarise the assessment at a glance: total findings, RED/AMBER/GREEN distribution, evidence coverage percentage, and review completion.
  5. Read the executive narrative. The AI-generated narrative synthesises the assessment into a concise briefing. It highlights the most significant findings, explains the DCA rationale, and flags areas needing immediate attention.
  6. Examine the five-case waterfall. The summary breaks down assessment results across the five-case model:
    • Strategic Case — is there a compelling case for change?
    • Economic Case — does the preferred option offer best public value?
    • Commercial Case — is the deal achievable and attractive to the market?
    • Financial Case — is the spending proposal affordable?
    • Management Case — can the proposal be delivered successfully?
    Each case shows its own RAG rating and key findings.
  7. Review top findings needing attention. A prioritised list surfaces the findings with the greatest impact on the DCA rating. These are the items that, if addressed, would most improve delivery confidence.
  8. Check asks of the SRO. The summary concludes with specific asks — decisions or actions the SRO is being asked to take, derived from the assessment’s most critical findings.
  9. Use the Composer pane. The right-hand Composer pane lets you control what appears in the summary:
    • Include toggles — show or hide individual sections (e.g. five-case breakdown, top findings).
    • Metadata — edit assessment title, date, and attribution.
    • Export options — generate PDF, DOCX, or PPTX from the summary (see guide 10).
  10. Share the summary. Use the export options to produce a document suitable for the SRO. The paper-style layout is designed to print cleanly and render well in PDF.

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What happens next

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Common questions

Q: Who determines the DCA rating — the AI or the reviewer? A: The AI proposes a DCA based on the evidence analysis. Reviewers can override it if their professional judgement differs. The final DCA is the reviewer-confirmed value, and any override is recorded for audit. Q: What is the five-case waterfall? A: It is the HM Treasury Green Book framework for appraising spending proposals. Programme Insights maps framework criteria to the five cases so SROs receive a familiar structure aligned to government assurance practice. Q: Can I edit the executive narrative? A: Yes. The narrative is AI-generated but fully editable. Changes are saved against this assessment version. If you regenerate the summary, your edits are replaced — save a copy first if needed.